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TA_Expert Supreme	27-Jul-2020 00:19        TA_Expert About Contact  Quote this Post!   Yells: "The World has changed"
x 0   x 2  Alert Admin	Do you understand? No investor will understand unless you are insiders. Leave it to Temasek and Keppel to do the numbering. The fact is that share of price Keppel soared when the news came out out. Without this news, do you think Keppel share price can stay above $6 for so long? tangoanna      ( Date: 26-Jul-2020 21:48) Posted: Do you think it is possible to acquire 500million shares at $6, not to even mention $5.70? There is always a premium to pay to acquire a controlling interest, even more for this big conglomerate. Not as simple as you think. TA_Expert      ( Date: 26-Jul-2020 21:31) Posted: It is the premium that Temasek is offering for Keppel. Why is Temasek offering to buy the stake at $7+++ where you can get cheaply in the open market? Temasek is using taxpayer monies. No need to think wisely?
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tangoanna Master	26-Jul-2020 21:48        tangoanna About Contact  Quote this Post!
x 0   x 1  Alert Admin	Do you think it is possible to acquire 500million shares at $6, not to even mention $5.70? There is always a premium to pay to acquire a controlling interest, even more for this big conglomerate. Not as simple as you think. TA_Expert      ( Date: 26-Jul-2020 21:31) Posted: It is the premium that Temasek is offering for Keppel. Why is Temasek offering to buy the stake at $7+++ where you can get cheaply in the open market? Temasek is using taxpayer monies. No need to think wisely?  vicloo      ( Date: 25-Jul-2020 07:14) Posted: Temasek is helping SIA despite is making huge losses for 3mths and now plus still not a fixed date in mind when business will recover. Compare to Keppel which is still making profit not loss... It is double standards if they drop keppel.
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TA_Expert Supreme	26-Jul-2020 21:31        TA_Expert About Contact  Quote this Post!   Yells: "The World has changed"
x 0   x 3  Alert Admin	It is the premium that Temasek is offering for Keppel. Why is Temasek offering to buy the stake at $7+++ where you can get cheaply in the open market? Temasek is using taxpayer monies. No need to think wisely?  vicloo      ( Date: 25-Jul-2020 07:14) Posted: Temasek is helping SIA despite is making huge losses for 3mths and now plus still not a fixed date in mind when business will recover. Compare to Keppel which is still making profit not loss... It is double standards if they drop keppel. TA_Expert      ( Date: 24-Jul-2020 18:27) Posted: Keppel finally sold down. Without that piece of news about Temasek buying up stakes in Keppel, she won' t be trading at this such from the period that the news was out. Many funds do not sell because they were thinking of the premium price that Temasek is going to pay. If Temasek will to abandon the plan, you will expect huge sell off in this counter.
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Octavia Supreme	26-Jul-2020 19:22        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 1   x 0  Alert Admin	Understood is a loss coming.Furthermore it mentioned significantly and adversely impacted" by recognition of material impairments, relating mainly to its offshore and marine (O& M) business. SMM in same sector is badly affected how can Keppel Corp be unscathed. ruanlai      ( Date: 26-Jul-2020 15:40) Posted: Profit Guidance Not Profit Warning...... More over the oil price is now above USD40 and Friday price drop already factor in. Buy on news and look after 6months is what  investors are looking at. Any drop in price next week is the buying opportunity for us........do not forget this counter is looked after by Ah Gong TH.......worst will be on GO.
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ruanlai Elite	26-Jul-2020 15:40        ruanlai About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Profit Guidance Not Profit Warning...... More over the oil price is now above USD40 and Friday price drop already factor in. Buy on news and look after 6months is what  investors are looking at. Any drop in price next week is the buying opportunity for us........do not forget this counter is looked after by Ah Gong TH.......worst will be on GO.
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tangoanna Master	26-Jul-2020 14:59        tangoanna About Contact  Quote this Post!
x 0   x 0  Alert Admin	Next on the cards. Dispose the offshore & marine segment. Temasek has a grand plan, pretty sure the deal will still go through.
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june_snowy Member	26-Jul-2020 14:52        june_snowy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone shorting this counter?
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john_ric Supreme	26-Jul-2020 12:53        john_ric About Contact  Quote this Post!
x 0   x 1  Alert Admin	kepple issued profit guidance. negative impact from covid.
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tangoanna Master	25-Jul-2020 09:50        tangoanna About Contact  Quote this Post!
x 0   x 1  Alert Admin	Do you know the premium value of a controlling interest? Do you know the value of keppel corp? Sgvale      ( Date: 25-Jul-2020 08:22) Posted: Why buy Keppel at high? SCI bought SSM at 0.20 Only vicloo      ( Date: 25-Jul-2020 07:14) Posted: Temasek is helping SIA despite is making huge losses for 3mths and now plus still not a fixed date in mind when business will recover. Compare to Keppel which is still making profit not loss... It is double standards if they drop keppel.
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Sgvale Supreme	25-Jul-2020 08:22        Sgvale About Contact  Quote this Post!
x 0   x 2  Alert Admin	Why buy Keppel at high? SCI bought SSM at 0.20 Only vicloo      ( Date: 25-Jul-2020 07:14) Posted: Temasek is helping SIA despite is making huge losses for 3mths and now plus still not a fixed date in mind when business will recover. Compare to Keppel which is still making profit not loss... It is double standards if they drop keppel. TA_Expert      ( Date: 24-Jul-2020 18:27) Posted: Keppel finally sold down. Without that piece of news about Temasek buying up stakes in Keppel, she won' t be trading at this such from the period that the news was out. Many funds do not sell because they were thinking of the premium price that Temasek is going to pay. If Temasek will to abandon the plan, you will expect huge sell off in this counter.
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vicloo Supreme	25-Jul-2020 07:14        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temasek is helping SIA despite is making huge losses for 3mths and now plus still not a fixed date in mind when business will recover. Compare to Keppel which is still making profit not loss... It is double standards if they drop keppel. TA_Expert      ( Date: 24-Jul-2020 18:27) Posted: Keppel finally sold down. Without that piece of news about Temasek buying up stakes in Keppel, she won' t be trading at this such from the period that the news was out. Many funds do not sell because they were thinking of the premium price that Temasek is going to pay. If Temasek will to abandon the plan, you will expect huge sell off in this counter.
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TA_Expert Supreme	24-Jul-2020 23:40        TA_Expert About Contact  Quote this Post!   Yells: "The World has changed"
x 0   x 1  Alert Admin	Yes, Keppel is still making decent profits as they have diversified away from O& G some time ago. The biggest segments are properties and REITs which are relatively defensive in nature. michaeltan      ( Date: 24-Jul-2020 18:39) Posted: Let' s us review 1Q result.   Keppel reports net profit of S$160m in 1Q 2020 All key business units remain profitable despite COVID-19, many continue to provide essential services during Singapore&rsquo s circuit breaker. Keppel Corporation Limited (Keppel) reported a net profit of S$160 million for the first three months of 2020, 21% below the S$203 million for 1Q 2019, mainly due to an absence of gain from the divestment of a 70% interest in Dong Nai Waterfront City, Vietnam a year ago. Many Keppel business units provide essential services and continue to operate during the circuit breaker in Singapore. The Group achieved revenue of S$1,857 million for 1Q 2020, which was 21% higher than that of 1Q 2019, due mainly to higher revenues from offshore & marine projects, property trading projects in Singapore, the power and gas business, and with the consolidation of M1. Revenue growth for 1Q 2020 was partly offset by lower contributions from property trading projects in China, environmental engineering projects and asset management. TA_Expert      ( Date: 24-Jul-2020 18:27) Posted: Keppel finally sold down. Without that piece of news about Temasek buying up stakes in Keppel, she won' t be trading at this such from the period that the news was out. Many funds do not sell because they were thinking of the premium price that Temasek is going to pay. If Temasek will to abandon the plan, you will expect huge sell off in this counter.
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TA_Expert Supreme	24-Jul-2020 23:34        TA_Expert About Contact  Quote this Post!   Yells: "The World has changed"
x 0   x 2  Alert Admin	If you think highly of Keppel, just buy. Why are you worried about others posting negative comments? Everybody should do his/her due diligence and not just hearsay from anyone in this forum. tangoanna      ( Date: 24-Jul-2020 19:54) Posted: --- Post Removed by User ---
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tangoanna Master	24-Jul-2020 20:01        tangoanna About Contact  Quote this Post!
x 0   x 1  Alert Admin	Take a look at keppel' s chart before the offer. Peter88      ( Date: 24-Jul-2020 19:57) Posted: What will the realistuc price id TEMASEK call off the deal ? S$5.00 ?
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Peter88 Senior	24-Jul-2020 19:57        Peter88 About Contact  Quote this Post!
x 0   x 1  Alert Admin	What will the realistuc price id TEMASEK call off the deal ? S$5.00 ?
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michaeltan Master	24-Jul-2020 18:39        michaeltan About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Let' s us review 1Q result.   Keppel reports net profit of S$160m in 1Q 2020 All key business units remain profitable despite COVID-19, many continue to provide essential services during Singapore&rsquo s circuit breaker. Keppel Corporation Limited (Keppel) reported a net profit of S$160 million for the first three months of 2020, 21% below the S$203 million for 1Q 2019, mainly due to an absence of gain from the divestment of a 70% interest in Dong Nai Waterfront City, Vietnam a year ago. Many Keppel business units provide essential services and continue to operate during the circuit breaker in Singapore. The Group achieved revenue of S$1,857 million for 1Q 2020, which was 21% higher than that of 1Q 2019, due mainly to higher revenues from offshore & marine projects, property trading projects in Singapore, the power and gas business, and with the consolidation of M1. Revenue growth for 1Q 2020 was partly offset by lower contributions from property trading projects in China, environmental engineering projects and asset management. TA_Expert      ( Date: 24-Jul-2020 18:27) Posted: Keppel finally sold down. Without that piece of news about Temasek buying up stakes in Keppel, she won' t be trading at this such from the period that the news was out. Many funds do not sell because they were thinking of the premium price that Temasek is going to pay. If Temasek will to abandon the plan, you will expect huge sell off in this counter.
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TA_Expert Supreme	24-Jul-2020 18:27        TA_Expert About Contact  Quote this Post!   Yells: "The World has changed"
x 0   x 1  Alert Admin	Keppel finally sold down. Without that piece of news about Temasek buying up stakes in Keppel, she won' t be trading at this such from the period that the news was out. Many funds do not sell because they were thinking of the premium price that Temasek is going to pay. If Temasek will to abandon the plan, you will expect huge sell off in this counter.
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7ocean Master	24-Jul-2020 15:54        7ocean About Contact  Quote this Post!
x 0   x 0  Alert Admin	Let we wait for $3.50 FATABA      ( Date: 24-Jul-2020 15:47) Posted: There is more than the point of how much share T is going to pickup . W 51% holding a clear and direct message is T is the major shareholding ....in term of investment n loan .....there are much beneift now.  Even property development from KepLand is now known w Temasek as the major backing .  Dyodd tangoanna      ( Date: 24-Jul-2020 15:44) Posted: How many million shares is that to pick up? Over 500 million
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FATABA Supreme	24-Jul-2020 15:47        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 1   x 0  Alert Admin	There is more than the point of how much share T is going to pickup . W 51% holding a clear and direct message is T is the major shareholding ....in term of investment n loan .....there are much beneift now.  Even property development from KepLand is now known w Temasek as the major backing .  Dyodd tangoanna      ( Date: 24-Jul-2020 15:44) Posted: How many million shares is that to pick up? Over 500 million! michaeltan      ( Date: 24-Jul-2020 11:38) Posted: I think it should be the best time now for Temasek to pick up from open market instead of paying more than 20% premium. This could be saved up to S$1 billion instead. If Temasek is really looking into restructuring Keppel Crop and Sembcorp Industries & Sembcorp Marine.
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tangoanna Master	24-Jul-2020 15:44        tangoanna About Contact  Quote this Post!
x 0   x 0  Alert Admin	How many million shares is that to pick up? Over 500 million! michaeltan      ( Date: 24-Jul-2020 11:38) Posted: I think it should be the best time now for Temasek to pick up from open market instead of paying more than 20% premium. This could be saved up to S$1 billion instead. If Temasek is really looking into restructuring Keppel Crop and Sembcorp Industries & Sembcorp Marine.   FATABA      ( Date: 24-Jul-2020 11:08) Posted: Thanks for summing up the individual parts of KEP Gp ...... Marine and Properties....I have doubt it can do well for Q2 ......shut down period wld means no work in progress for Marine.    Doubt also any possible property sales w NO viewing or minimum.  So I wld guess Q2 result with those porfit for 1/4 pts can more of less cover the lost for marine etc.    Kep result cld be flat ( issue is the dividend payout ...cut / reduce or continue ??? Temasek is always a LONG term investor and wld be totally surpirse if they VIEW only this qtr result alone for any decision on the deal . As such ,  I think ( IMO ) ths deal w bad results expected in coming qtrs are alrdy factor into their plan .    Dyodd ....time will tell.
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